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  • WhoWe Are
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      • Asset Protection
      • Business Succession Planning
      • Charitable Giving
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      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
      • Special Needs Planning
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
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      • Estate Planning
      • Estate Planning for Parents
      • FAQs for Families Without an Estate Plan
      • Divorce and Your Estate Plan
      • Estate Planning for Women
      • Estate Planning 101
      • Legacy Wealth Planning
      • LGBTQ Estate Planning
      • Nursing Home Planning
      • Spliter
        • Philanthropy and Your Estate Plan
        • Planning for Dementia
        • Probate
        • Serving as Executor
        • Special Needs Planning
        • Tax Avoidance Planning
        • Trust Administration
        • Trust Administration & Probate
        • Social Security Retirement System
        • Will Contests
    • Pre Consultation Form
    • Probate Resources
      • Chapel Hill Probate
      • Raleigh Probate Resources
    • Professional Resources
Home » SECURE act

Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

This post is part of our continuing series on beneficiary designations for retirement accounts after the Secure Act.  As you may know, the … [Read more...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

Date: March 6, 2021 Category: Estate Planning, Legal Education Tagged With: beneficiary designations, IRAs, retirement plans, SECURE act

Beneficiary Designations and the SECURE Act: Prior Designations

This is the second in a series of blog posts from my friend Steve Hartnett, Director of Education for the American Academy of Estate … [Read more...] about Beneficiary Designations and the SECURE Act: Prior Designations

Date: March 4, 2021 Category: Estate Planning, Legal Education Tagged With: beneficiary designations, IRAs, retirement plans, SECURE act

Beneficiary Designations and the SECURE Act Basics

Anyone who has worked with Clarity Legal Group has heard us say that estate planning is just as much about how your organize what you own as … [Read more...] about Beneficiary Designations and the SECURE Act Basics

Date: March 2, 2021 Category: Estate Planning, Legal Education Tagged With: beneficiary designations, IRAs, retirement plans, SECURE act

New Tax Proposal re: Retirement Savings

There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings … [Read more...] about New Tax Proposal re: Retirement Savings

Date: June 3, 2019 Category: Estate Planning, Legal Education Tagged With: 7e3806e854867555e7c35161997fa64d, retirement plans, SECURE act, tax proposal

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